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Companion guides

Each of these guides supports the toolkit by helping you contextualize the money conversation to the unique needs of specific populations.

Focus on Native Communities companion guide

This guide provides organizations with information that meaningfully connects Your Money, Your Goals to the financial lives of Native community members. The companion guide includes:

  • Tools and information that cover topics such as making the most of an Individual Indian Money Account, using values to set financial goals, and annual planning that reflects seasonal income and expenses
  • An additional module on "financial empowerment and elders" covers ways to identify, address, and prevent financial exploitation of elders
  • Guidance on how to integrate Your Money, Your Goals into your work with Native communities

Tribes and other organizations that serve Native communities helped develop this resource by sharing their experience and perspectives.


Focus on People with Disabilities companion guide

This guide contains tips, information, tools, and skill-building resources for people with disabilities and from organizations that serve the disability community. It’s based on the idea that everyone has a right to control their own money and make their own financial decisions. The companion guide includes 11 new tools that are fully dynamic and accessible for how to:

  • Set up an Achieving a Better Life Experience (ABLE) Account and build savings
  • Pay for assistive technology to achieve independence
  • Understand how income from work impacts Social Security Income (SSI)
  • Identify financial abuse and exploitation and how to get assistance

"Focus on People with Disabilities" was developed with the support of people with disabilities and organizations that serve the disability community.


Focus on Reentry companion guide

This guide is focused on the needs of justice-involved individuals. Used in combination with the Your Money, Your Goals toolkit, the guide helps frontline staff work with people to:

  • Identify financial challenges to successful transition
  • Obtain documents related to identification to help ease the transition process
  • Identify and prioritize debt, including criminal justice debt
  • Understand individual rights to obtain and review background screening reports during the employment application process

"Focus on Reentry" can be used any time: while someone is awaiting trial or sentencing, in jail or prison, or following release.